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DASHBOARD (ORGANIZATION)
Exporting Organization Historic Review Data
DASHBOARD (USER)
Exporting Team Member Historic Review Data
What is the Sentiment Score?
GETTING STARTED
What is WorkStory?
Guide for New Users
Manager's Guide to WorkStory
Enabling Feedback Notifications
GOALS
Creating a Goal
Editing a Goal
Updating Goal Progress
Removing a Goal
Using the Goals Dashboard
INTEGRATIONS
Connecting Your Slack Account
Connecting Your Microsoft Teams Account
Connecting Your Webex Account
MANAGING COMPANY AND ORG CHART
Moving Team Members
Changing User Status
Assigning Review Relationships
Adjusting Review Frequency
Removing a Team Member
PULSE QUESTIONS
Creating Pulse Questions
REPORTS
Writing a Performance Review
Creating Report Templates
"One-Click" Performance Review
REVIEWS
Completing a Direct Review
Requesting Feedback
Review Visibility Options
Editing Reviews
SHARING FEEDBACK
Giving Feedback
Best Practices for Writing Constructive Feedback
Requesting Feedback
SHOUTOUTS FEED
What is the Shoutouts Feed?
WORKSTORY AI ASSIST
What is WorkStory AI Assist?
WorkStory AI Assist Requirements and Rules

Connecting Your Microsoft Teams Account

If your organization likes to use Teams to communicate, we'd recommend you setting that up as your preferred communication method. As such, WorkStory will send and request information from you in the tool you're already spending most of your time in.

Similar to our other integrations, connecting with Microsoft Teams is limited to a direct chat between you and the WorkStory platform.

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Connecting to Microsoft Teams

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To connect your MS Teams account to WorkStory...

  1. Log in to WorkStory
  2. Click on Settings
  3. In the MS Teams field, type the email that you use for Teams
  4. Follow the instructions based on the version of Microsoft Teams your team is using - Classic or New (Work or School)

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For Safari Users

If you encounter difficulties connecting Teams and WorkStory, try changing your default browser to Chrome or some other platform. Then, log in to WorkStory and try connecting using the instruction above.

If you continue to encounter issues, please email hello@workstory.team and we'll be happy to help you out!

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Connecting to New Microsoft Teams (Work or School) Walkthrough

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Administrator App Install

Within the New Teams system, administrators will have to add the app to the organization's workspace before team members can start using it.

To install the WorkStory application:

  1. Download this WorkStory App .zip file
  2. Within New Teams, click the Apps tab
  3. Then click Manage your apps at the bottom
  4. Click Upload an app at the top of the screen
  5. Select the first option, Upload an app and find the .zip download
  6. Once uploaded, click the Built for your org tab on the left-hand side and click Add on the WorkStory application
  7. Send a "Hello" message and make sure you receive a confirmation message

You're done! If you'd like to save your team members time, you can actually share a direct link to this app for them to add themselves:

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Sharing the WorkStory App

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Team Member App Install

With the application now added to the organization's workspace users can access and install the app themselves.

  1. Within Teams, click Manage your apps at the bottom
  2. Click the Built for your org tab on the left-hand side and click Add on the WorkStory application
  3. Send a "Hello" message and make sure you receive a confirmation message

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